Difference between revisions of "Import Adverse Impact"
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Before you begin the process of importing your adverse impact data, visit the adverse impact window to ensure that base group and reporting dates are present. To do so, click the '''Adv. Impact''' icon. | Before you begin the process of importing your adverse impact data, visit the adverse impact window to ensure that base group and reporting dates are present. To do so, click the '''Adv. Impact''' icon. | ||
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If the message in the image shown below does not appear on your screen, review the totals in the '''Base Group''' tab of the adverse impact window and review the dates for accuracy. Correct the totals by manually overwriting them using your keyboard. When all are correct, proceed to Import Adverse Impact in this chapter. | If the message in the image shown below does not appear on your screen, review the totals in the '''Base Group''' tab of the adverse impact window and review the dates for accuracy. Correct the totals by manually overwriting them using your keyboard. When all are correct, proceed to Import Adverse Impact in this chapter. | ||
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* If your prior AAP was not completed in The Complete AAP, follow the Enter Base Group and Plan Dates instructions below to enter the necessary data. | * If your prior AAP was not completed in The Complete AAP, follow the Enter Base Group and Plan Dates instructions below to enter the necessary data. | ||
* If your previous AAP was completed in The Complete AAP, click '''No''' and follow the [[Import Workforce Data from Previous Plan]] instructions to automatically transfer the necessary data. | * If your previous AAP was completed in The Complete AAP, click '''No''' and follow the [[Import Workforce Data from Previous Plan]] instructions to automatically transfer the necessary data. | ||
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| + | == '''Enter Base Group and Plan Dates''' == | ||
1) Click '''Yes'''. | 1) Click '''Yes'''. | ||
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:Example: If current AAP year is January 1, 2015 to December 31, 2015 your adverse impact dates will be January 1, 2014 to December 31, 2014. | :Example: If current AAP year is January 1, 2015 to December 31, 2015 your adverse impact dates will be January 1, 2014 to December 31, 2014. | ||
| − | [[file:AI | + | [[file:AI Base Group with Calendar.png]] |
''Double-click on date to close calendar''. | ''Double-click on date to close calendar''. | ||
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:b. Select your '''Adverse Impact Detail File''' and then click '''OK'''. | :b. Select your '''Adverse Impact Detail File''' and then click '''OK'''. | ||
| − | [[File: | + | [[File:Import Wizard - AI Detail Selected.png]] |
:c. You’ll see your path appear in the '''Import File''' box. | :c. You’ll see your path appear in the '''Import File''' box. | ||
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[[File:ProTag.jpg]] 6) Pro users will see the following message. | [[File:ProTag.jpg]] 6) Pro users will see the following message. | ||
| − | * Click ''' | + | * Click '''No''' to import all AAPs and/or locations. |
| − | * Click ''' | + | * Click '''Yes''' if you wish to import data for only the AAP you have open. |
[[file:SinglePlanImportMessage.png]] | [[file:SinglePlanImportMessage.png]] | ||
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7) The Complete AAP might ask you to clarify information that it does not recognize. These are not errors. Do not cancel the import. | 7) The Complete AAP might ask you to clarify information that it does not recognize. These are not errors. Do not cancel the import. | ||
| − | :a | + | :a. Identify the item that is in question. |
| − | :b | + | :b. Select the correct corresponding selection from the provided list. |
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| + | [[file:Import Mapping - Transfer.png]] | ||
8) Click '''OK'''. | 8) Click '''OK'''. | ||
| − | :a | + | :a. If the software asks you to clarify '''Unknown''' or blank race or gender, select the '''Unknown''' option. |
| − | :b | + | :b. If importing transfers (as shown in the illustration below) or any other user-defined activity, select one user-defined button for each activity. |
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9) When import is complete click the '''Adv. Impact''' icon. | 9) When import is complete click the '''Adv. Impact''' icon. | ||
Revision as of 17:33, 6 September 2012
Before you begin the process of importing your adverse impact data, visit the adverse impact window to ensure that base group and reporting dates are present. To do so, click the Adv. Impact icon.
If the message in the image shown below does not appear on your screen, review the totals in the Base Group tab of the adverse impact window and review the dates for accuracy. Correct the totals by manually overwriting them using your keyboard. When all are correct, proceed to Import Adverse Impact in this chapter.
If the message shown below does appear on your screen, you currently do not have Base Group or AAP dates entered.
- If your prior AAP was not completed in The Complete AAP, follow the Enter Base Group and Plan Dates instructions below to enter the necessary data.
- If your previous AAP was completed in The Complete AAP, click No and follow the Import Workforce Data from Previous Plan instructions to automatically transfer the necessary data.
Enter Base Group and Plan Dates
1) Click Yes.
2) Type or update the dates. The dates should be exactly one year prior to your current AAP year.
- Example: If current AAP year is January 1, 2015 to December 31, 2015 your adverse impact dates will be January 1, 2014 to December 31, 2014.
Double-click on date to close calendar.
3) Click the Base Group tab and type the male, female, White, Black, Hispanic, Asian, Am. Indian, Pac/Hawaiian, and Two or More totals of all employees who were working as of the start date of the reporting period.
If you will be importing adverse impact data but have no previous plan from which to draw base group data you may utilize the job group totals from the current workforce. Click on Tools and then select Transfer Workforce Data From This Plan.
4) Close your adverse impact window and proceed to the Import Adverse Impact section of this page.
Import Adverse Impact
If you have not already formatted your Adverse Impact Detail File, please refer to Format Your Adverse Impact Data for Import. You must format your file before importing. Have the appropriate AAP open before performing the following steps. Pro users may import using the Work with All Plans option, or you may import into one AAP at a time. To import, have no windows open in The Complete AAP, and follow the steps below.
Follow these steps to import:
1) Click the Import icon.
2) Click the Adverse Impact Detail File if it is not selected.
3) The Import File box displays the location of your ai_detail__import.xlsx file. If your import file is not mapped correctly, click the 
button to locate it.
- a. Use the Look in pull-down menu to indicate the drive where your file is stored.
- b. Select your Adverse Impact Detail File and then click OK.
- c. You’ll see your path appear in the Import File box.
4) Click Import.
5) If it applies, click Yes when you see the following message.
6) Pro users will see the following message.
- Click No to import all AAPs and/or locations.
- Click Yes if you wish to import data for only the AAP you have open.
7) The Complete AAP might ask you to clarify information that it does not recognize. These are not errors. Do not cancel the import.
- a. Identify the item that is in question.
- b. Select the correct corresponding selection from the provided list.
8) Click OK.
- a. If the software asks you to clarify Unknown or blank race or gender, select the Unknown option.
- b. If importing transfers (as shown in the illustration below) or any other user-defined activity, select one user-defined button for each activity.
9) When import is complete click the Adv. Impact icon.
10) If dates are not populated, type dates in the date boxes or use the calendar to select them.
11) If the Base Group of each job group is not populated, type totals for males, females, Whites, Blacks, Hispanics, Asians, American Indians, Pacific Islanders/Hawaiians and Two or More.
12) Review the Applicant, Hires, Promotions (From), Promotions (To) and Terminations tabs to verify that the data was imported correctly.
13) If you wish to change some of the data, it is recommended that you make the changes manually or remove all the data and re-import the corrected data. The Complete AAP adds to existing totals.
Continue to: Determine Goals Progress
See Also
Import Current Midyear Adverse Impact Data
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